Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
Microsoft
MSFT
|
+$344M |
| 2 |
Moody's
MCO
|
+$284M |
| 3 |
VICI Properties
VICI
|
+$249M |
| 4 |
Progressive
PGR
|
+$246M |
| 5 |
Amazon
AMZN
|
+$167M |
Top Sells
| 1 |
Salesforce
CRM
|
+$235M |
| 2 |
MGP
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
|
+$202M |
| 3 |
Healthcare Realty
HR
|
+$179M |
| 4 |
Etsy
ETSY
|
+$168M |
| 5 |
Charter Communications
CHTR
|
+$141M |
Sector Composition
| 1 | Real Estate | 17.6% |
| 2 | Technology | 16.42% |
| 3 | Financials | 14.71% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Industrials | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
2376
Lightwave Logic
LWLG
$413M
| $113K | ﹤0.01% |
+17,342
| New | +$113K |
|
2377
Mister Car Wash
MCW
$1.78B
| $113K | ﹤0.01% |
+10,356
| New | +$113K |
|
|
CIM
2378
Chimera Investment
CIM
$1.17B
| $110K | ﹤0.01% |
4,148
-2,112
| -34% | -$56K |
|
2379
Hecla Mining
HL
$7.22B
| $110K | ﹤0.01% |
27,987
-30,480
| -52% | -$120K |
|
2380
Ardagh Metal Packaging
AMBP
$2.06B
| $109K | ﹤0.01% |
17,867
+7,199
| +67% | +$43.9K |
|
2381
Accuray
ARAY
$177M
| $108K | ﹤0.01% |
55,253
-1,614
| -3% | -$3.16K |
|
2382
ARKO Corp
ARKO
$559M
| $108K | ﹤0.01% |
13,179
-1,954
| -13% | -$16K |
|
2383
Esperion Therapeutics
ESPR
$512M
| $108K | ﹤0.01% |
16,998
+6,511
| +62% | +$41.4K |
|
2384
Kinross Gold
KGC
$27.8B
| $108K | ﹤0.01% |
30,500
| – | – |
|
2385
PureCycle Technologies
PCT
$2.39B
| $106K | ﹤0.01% |
14,309
+3,906
| +38% | +$28.9K |
|
2386
Energy Fuels
UUUU
$2.99B
| $106K | ﹤0.01% |
21,518
-4,524
| -17% | -$22.3K |
|
|
CTIC
2387
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
| $104K | ﹤0.01% |
+17,444
| New | +$104K |
|
|
MTTR
2388
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
| $102K | ﹤0.01% |
+27,750
| New | +$102K |
|
|
PTRA
2389
DELISTED
Proterra Inc. Common Stock
PTRA
| $102K | ﹤0.01% |
+21,979
| New | +$102K |
|
2390
Remitly
RELY
$4B
| $100K | ﹤0.01% |
+13,052
| New | +$100K |
|
|
ME
2391
DELISTED
23andMe Holding Co. Class A Common Stock
ME
| $100K | ﹤0.01% |
2,010
+1,483
| +281% | +$73.8K |
|
2392
Microvision
MVIS
$340M
| $99K | ﹤0.01% |
25,692
-4,398
| -15% | -$16.9K |
|
2393
Nuvation Bio
NUVB
$1.14B
| $99K | ﹤0.01% |
30,522
-20,537
| -40% | -$66.6K |
|
2394
EyePoint Pharmaceuticals
EYPT
$940M
| $97K | ﹤0.01% |
+12,309
| New | +$97K |
|
2395
Cartesian Therapeutics
RNAC
$260M
| $97K | ﹤0.01% |
2,459
+762
| +45% | +$30.1K |
|
2396
Sangamo Therapeutics
SGMO
$164M
| $97K | ﹤0.01% |
23,292
-13,690
| -37% | -$57K |
|
2397
Planet Labs
PL
$2.67B
| $96K | ﹤0.01% |
+22,178
| New | +$96K |
|
2398
Erasca
ERAS
$445M
| $95K | ﹤0.01% |
+16,994
| New | +$95K |
|
2399
Atea Pharmaceuticals
AVIR
$250M
| $94K | ﹤0.01% |
+13,326
| New | +$94K |
|
|
NVTA
2400
DELISTED
Invitae Corporation
NVTA
| $92K | ﹤0.01% |
37,648
-9,021
| -19% | -$22K |
|